See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 RETIREMENT PLAN SERVICES, ET9 · BUFFALO, NY 142010600 | Recordkeeping | $650 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,910 | $63,114-84.3% | $92,893-89.3% | $65,185-84.8% |
| Participation rate | 84.4% | 68.8%+15.6pp | 76.0%+8.4pp | 70.2%+14.2pp |
| Annual return | 23.70% | 28.75%-5.1pp | 109.41%-85.7pp | 29.38%-5.7pp |
| Employer contribution / active EE | $1,560 | $2,571-39.3% | $3,653-57.3% | $2,177-28.3% |
| Participant deferral / active EE | $1,996 | $3,108-35.8% | $4,236-52.9% | $3,514-43.2% |
| Admin fee / account holder | $68 | $624-89.0% | $5,794-98.8% | $847-91.9% |